Southern California General Sales Employers And United Food And Commercial Workers Unions Pension Fund — Form 5500 plan (Board Of Trustees, Southern California General Sales Employers)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Southern California General Sales Employers And United Food And Commercial Workers Unions Pension Fund is a benefit plan reported by Board Of Trustees, Southern California General Sales Employers under EIN 51-6029991 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,283 participants and $88,872,631 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Southern California General Sales Employers
- EIN
- 51-6029991
- Plan number
- 001
- Plan type
- 1
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 2,283
- End-of-year plan assets
- $88,872,631
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,283 | H, C | 20241007215504NAL0028477920001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $88,872,631
- Total liabilities (EOY)
- $283,206
- Net assets (EOY)
- $88,589,425
- Net assets (BOY)
- $88,205,987
Income & contributions
- Employer contributions
- $5,464
- Total contributions
- $5,464
- Total income / additions
- $7,698,850
Expenses & distributions
- Benefits paid
- $6,659,751
- Administrative expenses
- $655,661
- Total expenses
- $7,315,412
- Net increase / (decrease)
- $383,438
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Segal Company, Western States | NONE | $91,705 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $50,091 | not reported in the loaded dataset | 2023 |
| Schwartz Steinsapir Dohrmann & Somm | NONE | $48,787 | not reported in the loaded dataset | 2023 |
| Rvk, Inc. | NONE | $38,477 | not reported in the loaded dataset | 2023 |
| Transomatic Corporation | NONE | $13,793 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $13,375 | not reported in the loaded dataset | 2023 |
| The Northern Trust Co. | NONE | $11,262 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Southern California General Sales Employers
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Los Angeles, CA
- The Segal Company, Western States — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Schwartz Steinsapir Dohrmann & Somm — Schedule C compensation
- Rvk, Inc. — Schedule C compensation
- Transomatic Corporation — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- The Northern Trust Co. — Schedule C compensation